BU
Baker Tilly USTax Manager, Private Wealth
Tax Manager on Baker Tilly's Private Wealth team delivering tax compliance and advisory services. Assisting affluent individuals and businesses while mentoring team members.
About the role
- Understand the client and the business context in which they operate;
- Identify project opportunities;
- Understand the specifics of projects to which they are assigned, including areas of interest, impacts, stakeholders, requirements, timelines, and others;
- Support problem understanding and preparation of proposals;
- Occasionally transfer knowledge about the business/client to the project team;
- Define, on demand, analyses required for the project;
- Prepare project deliverables (spreadsheets, presentations, reports, and others);
- Report various issues and risks identified in projects;
- Collect data to perform analyses;
- Develop analyses and insights for allocated projects;
- Occasionally delegate workstreams to the team;
- Support project management activities such as follow-up, status reporting, and monitoring of open items;
- Perform tasks of varying complexity to meet client demands;
- Demonstrate autonomy in workflows, managing details and handling client questions;
- Actively seek solutions and methodologies from various sources;
- Deliver high-quality work with minimal rework and limited leadership supervision;
- Conduct meetings efficiently with appropriate executive presence;
- Meet deadlines and delivery commitments to the client;
- Other routine activities of the area.
Requirements
- Bachelor's degree or higher;
- Good knowledge of the business process for receiving fiscal/tax documents for goods and services and of the Tax and FDC modules of Oracle Fusion Cloud ERP;
- Knowledge of BI tools: Tableau, Power BI, Qlik Sense, etc.;
- ETL development and dashboard/indicator panel development.
- Desirable:
- Knowledge of integration with tax calculation solutions (for example, TaxOne and Compliance);
- Experience implementing or supporting the FDC and Tax modules for Procure-to-Pay processes in Oracle Fusion Cloud ERP, and knowledge of agile methodologies for project implementation, process mapping, user stories, FIT/GAP analysis, system configuration, unit testing, and supporting integrated testing with key users.
Benefits
- Medical and dental insurance.
- Profit sharing.
- Internet allowance to support hybrid work.
- Life insurance.
- Meal/food allowance.
- Flexible benefits package: you receive points that can be distributed among options that best meet your needs according to the program rules.
- Professional development: corporate university, access to online learning platforms, language platform with over 7,500 pieces of content and about 60 courses organized by level, area, professional skills and interests, and a platform that brings together various educational institutions offering exclusive discounts for Deloitte professionals and their dependents. In addition, we offer a structured career plan, with mentorship from Deloitte professionals through a coach who can listen to your challenges and support your development in both technical and behavioral skills based on their experience.
- Well-being support: telemedicine service for preliminary assessments without leaving home; family strategy program to support expectant professionals and future parents; Gympass; a day off in your birthday month to celebrate one of the most important people in your life; psychological support channel and social services.
- Opportunity to be part of an inclusive culture: you can be who you really are with equal opportunities for growth. To strengthen this commitment, we have developed a global "All In" strategy with eight pillars – origins, young apprentice, STEM, women (delas), LGBT+, inclusion, without borders and generation 50+. We highlight that all our positions are open to people with disabilities (PWD).
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